Cohen Financial professionals are highly trained and have a wealth of experience in structuring debt and equity placement transactions that suit our clients’ unique needs.  We have solid relationships and substantial buying power with a broad array of lenders, including:

• Securitized lenders
• Finance companies
• Life insurance companies
• REITS
• Pension funds
• Private equity and opportunity funds

Our capital sources provide solutions across the spectrum, from fully amortizing long-term debt and non-recourse construction transactions to highly leveraged mezzanine, bridge, or preferred equity deals.

To ensure we develop the best possible capital structuring plan, Cohen Financial’s process begins with an in-depth study of your strategic objectives. After meeting with you, we:
 

• Analyze the asset’s past operating performance and/or projected future performance
• Apply our competitive market knowledge
• Recommend a capital structure that best fits your objectives
• Create a customized “lender-friendly” underwriting package
• Identify potential lenders with investment goals that match your desired capital structure
• Promote the transaction to prospective lenders and secure competitive bids
• Help negotiate and close the transaction

We provide you with a recommendation that takes into account: your business plan; our assessment of the relative attributes of the proposed deal structures; our experience with each of the capital providers; an assessment of the process; and the probability of the deal closing under the proposed terms.

Once you select a lender, we support you in negotiating the application, managing the due diligence, handling the closing, and, whenever possible, servicing the loan on an ongoing basis.